From your Computer Applies to Managers, Supervisors, Schedulers
The objective of this tutorial is to show how to remove required skill/s on shift.
By default, there are no skills assigned on shift and any employee is eligible for the assignment. When skills are set, only employees with required skill set will be available for the assignment, however, you can remove the skill(s) to assign any employee from the list to the shift.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to remove required skill/s on shift.
- Removing skill from an account will have no impact on created shifts.
Remove Required Skill(s) on Shift
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview’ from the left-hand side filter panel as shown in Image 2.
Step 3: Click on the existing desired shift to open shift edit window (SEW) as shown in Image 3.
Step 4: Click ‘Required skill(s)’, on the left-hand side of SEW, uncheck one of the pre-selected skill(s) for a shift and click ‘Back to Shift’ as shown in Image 4.
Step 5: On the right-hand side of SEW, in the employee list, you will be able to view the list of all the staff as shown in Image 5.
Step 6: Select the employee and Click 'Save & Close' to assign the employee as shown in Image 6.
- Assign Required Skill(s) on Shift
- Auto-fill Shift based on the Skill(s)
- Trade and Release Shifts based on the Skill(s)
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!